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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,246 | $67,602+30.5% | $82,312+7.2% | $70,126+25.8% |
| Participation rate | 68.8% | 72.8%-4.0pp | 76.9%-8.1pp | 69.5%-0.8pp |
| Annual return | 4.03% | 21.57%-17.5pp | 25.88%-21.8pp | 73.15%-69.1pp |
| Employer contribution / active EE | $1,557 | $1,755-11.3% | $2,428-35.9% | $2,343-33.5% |
| Participant deferral / active EE | $2,375 | $2,987-20.5% | $3,706-35.9% | $3,332-28.7% |
| Admin fee / account holder | $1,482 | $4,512-67.1% | $5,608-73.6% | $4,645-68.1% |